| Farallon Capital Management, L.L.C. | 1,093,160 | $0 | 0.00% | – | – |
| Lazard Asset Management LLC | 6 | $0 | 0.00% | −201−97.1% | Reduced |
| WFA of San Diego, LLC | 6 | $0 | 0.00% | +6 | New |
| Oliver Lagore Vanvalin Investment Group | 3 | $0 | 0.00% | +3 | New |
| Morton Brown Family Wealth, LLC | 3 | $0 | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 4 | $320 | 0.00% | +4 | New |
| Zions Bancorporation, N.A. | 16 | $1.00K | 0.00% | −27−62.8% | Reduced |
| Cedar Wealth Management, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $1.00K | 0.00% | −4−28.6% | Reduced |
| Beacon Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Urban Wealth Management, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Ronald Blue Trust, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Sutton Wealth Advisors Inc. | 13 | $1.04K | 0.00% | +13 | New |
| Jones Financial Companies LLLP | 27 | $2.00K | 0.00% | −40−59.7% | Reduced |
| Spire Wealth Management | 28 | $2.00K | 0.00% | −36−56.3% | Reduced |
| SRS Capital Advisors, Inc. | 25 | $2.00K | 0.00% | −21−45.7% | Reduced |
| CVA Family Office, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 28 | $2.00K | 0.00% | +13+86.7% | Added |
| Money Concepts Capital Corp | 33 | $3.00K | 0.00% | −5−13.2% | Reduced |
| Ahrens Investment Partners LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 33 | $3.00K | 0.00% | +33 | New |
| Ancora Advisors, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Sargent Bickham Lagudis LLC | 41 | $3.00K | 0.00% | +41 | New |
| Moisand Fitzgerald Tamayo, LLC | 48 | $4.00K | 0.00% | −17−26.2% | Reduced |
| Concord Wealth Partners | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $4.00K | 0.00% | +55 | New |
| Steward Partners Investment Advisory, LLC | 61 | $5.00K | 0.00% | −32−34.4% | Reduced |
| Charter Oak Capital Management, LLC | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 60 | $5.00K | 0.00% | +33+122.2% | Added |
| Enterprise Trust & Investment Co | 68 | $5.00K | 0.00% | +68 | New |
| JJJ Advisors Inc. | 77 | $6.00K | 0.00% | −94−55.0% | Reduced |
| TCI Wealth Advisors, Inc. | 78 | $6.00K | 0.00% | −61−43.9% | Reduced |
| Cambridge Trust Co | 71 | $6.00K | 0.00% | −4−5.3% | Reduced |
| Vigilant Capital Management, LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Win Advisors, Inc | 71 | $6.00K | 0.01% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 70 | $6.00K | 0.00% | +14+25.0% | Added |
| JFS Wealth Advisors, LLC | 89 | $7.00K | 0.00% | −37−29.4% | Reduced |
| Wolff Wiese Magana LLC | 85 | $7.00K | 0.01% | +10+13.3% | Added |
| AdvisorNet Financial, Inc | 105 | $8.00K | 0.00% | +5+5.0% | Added |
| Front Row Advisors LLC | 102 | $8.00K | 0.00% | +12+13.3% | Added |
| Massmutual Trust Co FSB | 114 | $9.00K | 0.00% | −14−10.9% | Reduced |
| Earnest Partners LLC | 112 | $9.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 127 | $10.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 141 | $11.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 154 | $11.0K | 0.00% | +42+37.5% | Added |
| Howe & Rusling Inc | 150 | $12.0K | 0.00% | −27−15.3% | Reduced |
| Private Trust Co NA | 150 | $12.0K | 0.00% | +150 | New |
| Venture Visionary Partners LLC | 154 | $12.3K | 0.00% | +154 | New |
| Fieldpoint Private Securities, LLC | 165 | $13.0K | 0.00% | +165 | New |
| Johnson Financial Group, Inc. | 172 | $14.0K | 0.00% | +57+49.6% | Added |
| Trust Co of Vermont | 179 | $14.0K | 0.00% | +179 | New |
| Pinnacle Bancorp, Inc. | 192 | $15.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 184 | $15.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $16.0K | 0.01% | −975−83.0% | Reduced |
| Geneos Wealth Management Inc. | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 202 | $16.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 204 | $16.0K | 0.00% | +204 | New |
| South State Corp. | 213 | $17.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 237 | $19.0K | 0.00% | −206−46.5% | Reduced |
| Prestige Wealth Management Group LLC | 239 | $19.0K | 0.01% | +36+17.7% | Added |
| Plante Moran Financial Advisors, LLC | 252 | $20.0K | 0.00% | +26+11.5% | Added |
| Brown Brothers Harriman & Co | 248 | $20.0K | 0.00% | +225+978.3% | Added |
| Washington Trust Advisors, Inc. | 280 | $22.0K | 0.00% | −305−52.1% | Reduced |
| Parkside Financial Bank & Trust | 272 | $22.0K | 0.01% | −141−34.1% | Reduced |
| Lee Financial Co | 273 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 300 | $23.0K | 0.00% | −30,069−99.0% | Reduced |
| Parallel Advisors, LLC | 294 | $23.0K | 0.00% | −114−27.9% | Reduced |
| North Star Investment Management Corp. | 300 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 300 | $24.0K | 0.00% | +300 | New |
| Umb Bank N A | 313 | $25.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 301 | $25.0K | 0.00% | +33+12.3% | Added |
| Altshuler Shaham Ltd | 319 | $25.0K | 0.00% | +319 | New |
| Ci Investments Inc. | 357 | $28.0K | 0.00% | −4,124−92.0% | Reduced |
| Citizens National Bank Trust Department | 348 | $28.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 406 | $32.0K | 0.00% | −326−44.5% | Reduced |
| JNBA Financial Advisors | 400 | $32.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 416 | $33.0K | 0.00% | +416 | New |
| West Paces Advisors Inc. | 421 | $33.6K | 0.01% | +185+78.4% | Added |
| Itau Unibanco Holding S.A. | 423 | $34.0K | 0.00% | −4−0.9% | Reduced |
| State of Wyoming | 423 | $34.0K | 0.02% | +384+984.6% | Added |
| Farmers & Merchants Investments Inc | 441 | $35.0K | 0.00% | +21+5.0% | Added |
| MUFG Americas Holdings Corp | 455 | $36.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 470 | $37.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 482 | $38.0K | 0.01% | −4,644−90.6% | Reduced |
| Global Retirement Partners, LLC | 473 | $38.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 503 | $39.0K | 0.00% | +14+2.9% | Added |
| Quadrant Capital Group LLC | 498 | $40.0K | 0.01% | +46+10.2% | Added |
| Walleye Trading LLC | 502 | $40.0K | 0.00% | +502 | New |
| Steward Financial Group LLC | 524 | $41.0K | 0.03% | +524 | New |
| AllSquare Wealth Management LLC | 546 | $44.0K | 0.03% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 600 | $48.0K | 0.00% | −2,700−81.8% | Reduced |
| Stonebridge Capital Advisors LLC | 650 | $52.0K | 0.01% | 00.0% | Unchanged |
